See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,441 | $77,419+5.2% | $69,455+17.3% | $152,861-46.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 17.38% | 39.06%-21.7pp | 28.97%-11.6pp | 345.32%-327.9pp |
| Employer contribution / active EE | $3,382 | $3,315+2.0% | $2,779+21.7% | $4,762-29.0% |
| Participant deferral / active EE | $1,978 | $4,414-55.2% | $3,535-44.0% | $5,850-66.2% |
| Admin fee / account holder | $1,126 | $6,207-81.9% | $3,839-70.7% | $11,596-90.3% |